Account Actions Settings

Use the Account Actions settings to specify permissions and policies for the actions users can take on accounts.

Related Topics

Search for a Permission or System Code

Set a Permission and Policy

AIM Place/Recall Functionality Permission

Allow Creation of Holds Permission

Allow Manual Linking/Unlinking Permission

Allow Start/Stop Interest Permission

Auto Close Account Permission

Change Desk Permission

Change Status Permission

Require Note on Account Permission

Set Follow-up Date Permission

Set Reminders for Others Permission

Liquid Latitude Settings

Application Settings

Permissions and Policies